rpa-erpnext 1.0.0__tar.gz → 1.0.4__tar.gz

{rpa_erpnext-1.0.0 → rpa_erpnext-1.0.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: rpa-erpnext
-Version: 1.0.0
+Version: 1.0.4
 Summary: Robot Framework library for automating ERPNext using REST API
 Author-email: Your Name <youremail@example.com>
 License: MIT
@@ -12,4 +12,16 @@ Description-Content-Type: text/markdown
 License-File: LICENSE
 Requires-Dist: requests>=2.28.0
 Requires-Dist: robotframework>=6.0
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: openpyxl>=3.1.0
 Dynamic: license-file
+
+# RPA.ERPNext
+
+Library for automating [ERPNext](https://erpnext.com/) using REST API, built for [Robot Framework](https://robotframework.org/).
+
+## Installation
+
+```bash
+pip install rpa-erpnext
+```

rpa_erpnext-1.0.4/RPA/ERPNext.py

@@ -0,0 +1,787 @@
+import json
+import pandas as pd
+import requests
+from robot.api.deco import keyword, library
+@library(scope='GLOBAL', auto_keywords=False)
+class ERPNextLibrary:
+    def __init__(self, base_url=None, api_key=None, api_secret=None):
+        self.base_url = None
+        self.session = None
+        if base_url and api_key and api_secret:
+            self.connect(base_url, api_key, api_secret)
+
+    def connect(self, base_url, api_key=None, api_secret=None, access_token=None):
+        """
+        Kết nối tới ERPNext server.
+        
+        Args:
+            base_url: URL của ERPNext server
+            api_key: API Key (cho Token Auth)
+            api_secret: API Secret (cho Token Auth)
+            access_token: OAuth2 Access Token (Bearer Auth)
+        """
+        self.base_url = base_url.rstrip("/")
+        self.session = requests.Session()
+        
+        headers = {
+            "Accept": "application/json",
+            "Content-Type": "application/json"
+        }
+
+        if access_token:
+            headers["Authorization"] = f"Bearer {access_token}"
+        elif api_key and api_secret:
+            headers["Authorization"] = f"token {api_key}:{api_secret}"
+            
+        self.session.headers.update(headers)
+        return {"status": "connected", "base_url": self.base_url}
+
+    @keyword("Setup ERPNext Connection")
+    def setup_erpnext_connection(self, token_file_path: str):
+        """
+        Thiết lập kết nối với ERPNext từ file credential JSON.
+        
+        Args:
+            token_file_path: Đường dẫn đến file token JSON
+            
+        Format 1 (Standard ERPNext):
+        {
+            "base_url": "...",
+            "api_key": "...",
+            "api_secret": "..."
+        }
+        
+        Format 2 (Google-like / Moodle structure):
+        {
+            "access_token": "http://erpnext.example.com",  # Mapping base_url here
+            "refresh_token": "key:secret"                 # Mapping credentials here
+        }
+        """
+        if not token_file_path:
+             raise Exception("Token file path is required")
+
+        # Fix for potential argument naming issue from Robot Framework (connection=...)
+        if token_file_path.startswith("connection="):
+             token_file_path = token_file_path.split("=", 1)[1]
+
+        with open(token_file_path, 'r', encoding='utf-8') as f:
+            data = json.load(f)
+            
+        base_url = None
+        api_key = None
+        api_secret = None
+        access_token = None
+
+        # Logic to parse different formats
+        if 'access_token' in data and 'refresh_token' in data:
+            # Format 2: Google-like structure
+            # access_token field holds the URL
+            # refresh_token field holds the credentials (key:secret)
+            base_url = data.get('access_token')
+            creds = data.get('refresh_token')
+            
+            if ":" in creds:
+                parts = creds.split(":")
+                api_key = parts[0]
+                api_secret = parts[1]
+            else:
+                # If no colon, assume it's a bearer token? Or just raw key?
+                # For consistency with user request "y chang moodle", we assume this structure.
+                # But ERPNext needs key:secret. If it's a single string, maybe it's bearer?
+                # Let's support bearer if it's not key:secret
+                access_token = creds
+
+        else:
+            # Format 1: Standard
+            base_url = data.get("base_url")
+            api_key = data.get("api_key")
+            api_secret = data.get("api_secret")
+            access_token = data.get("access_token") # Real OAuth2 access token
+        
+        if not base_url:
+             raise Exception("Could not find base_url in token file")
+
+        if access_token:
+            return self.connect(base_url, access_token=access_token)
+        elif api_key and api_secret:
+            return self.connect(base_url, api_key=api_key, api_secret=api_secret)
+        else:
+             raise Exception("Token file must contain credentials (api_key+api_secret OR access_token/refresh_token)")
+
+    # ===========================================================
+    #  Utility Methods
+    # ===========================================================
+
+    def create_resource(self, doctype, data):
+        res = self.session.post(f"{self.base_url}/api/resource/{doctype}", json=data)
+        if not res.ok:
+            raise Exception(f"HTTP {res.status_code}: {res.text}")
+        return res.json().get("data", res.json())
+
+    def get_doc(self, doctype, name):
+        res = self.session.get(f"{self.base_url}/api/resource/{doctype}/{name}")
+        res.raise_for_status()
+        return res.json().get("data")
+
+    def exists(self, doctype, name):
+        """Kiểm tra xem tài nguyên có tồn tại hay không."""
+        res = self.session.get(f"{self.base_url}/api/resource/{doctype}/{name}")
+        return res.ok
+
+    @keyword("Get Document")
+    def get_document(self, doctype, name):
+        """
+        Lấy thông tin chi tiết của một document.
+        
+        Args:
+            doctype: Loại document (Item, Customer, Sales Order, etc.)
+            name: Tên/ID của document
+            
+        Example:
+            | ${doc}= | Get Document | Customer | CUST-00001 |
+        """
+        return self.get_doc(doctype, name)
+
+    @keyword("List Documents")
+    def list_documents(self, doctype, filters=None, fields=None, limit=20):
+        """
+        Lấy danh sách documents với filters.
+        
+        Args:
+            doctype: Loại document
+            filters: Điều kiện lọc (dict hoặc JSON string)
+            fields: Các trường cần lấy (list hoặc JSON string)
+            limit: Số lượng kết quả tối đa
+            
+        Example:
+            | ${items}= | List Documents | Item | {"item_group": "Products"} | ["item_code", "item_name"] | 10 |
+        """
+        params = {"limit_page_length": limit}
+        
+        if filters:
+            if isinstance(filters, str):
+                filters = json.loads(filters)
+            params["filters"] = json.dumps(filters)
+        
+        if fields:
+            if isinstance(fields, str):
+                fields = json.loads(fields)
+            params["fields"] = json.dumps(fields)
+        
+        res = self.session.get(f"{self.base_url}/api/resource/{doctype}", params=params)
+        res.raise_for_status()
+        return res.json().get("data", [])
+
+    @keyword("Update Document")
+    def update_document(self, doctype, name, data):
+        """
+        Cập nhật một document.
+        
+        Args:
+            doctype: Loại document
+            name: Tên/ID của document
+            data: Dữ liệu cần cập nhật (dict hoặc JSON string)
+            
+        Example:
+            | Update Document | Item | ITEM-001 | {"description": "New description"} |
+        """
+        if isinstance(data, str):
+            data = json.loads(data)
+        
+        res = self.session.put(f"{self.base_url}/api/resource/{doctype}/{name}", json=data)
+        if not res.ok:
+            raise Exception(f"HTTP {res.status_code}: {res.text}")
+        return res.json().get("data", res.json())
+
+    @keyword("Delete Document")
+    def delete_document(self, doctype, name):
+        """
+        Xóa một document.
+        
+        Args:
+            doctype: Loại document
+            name: Tên/ID của document
+            
+        Example:
+            | Delete Document | Item | ITEM-001 |
+        """
+        res = self.session.delete(f"{self.base_url}/api/resource/{doctype}/{name}")
+        if not res.ok:
+            raise Exception(f"HTTP {res.status_code}: {res.text}")
+        return {"status": "deleted", "doctype": doctype, "name": name}
+
+    # ===========================================================
+    #  Ensure Functions - Master Data
+    # ===========================================================
+
+    @keyword("Ensure Company Exist")
+    def ensure_company_exist(self, company: str, abbr: str):
+        """Đảm bảo Company tồn tại."""
+        if self.exists("Company", company):
+            return {"status": "exists", "name": company}
+
+        data = {
+            "doctype": "Company",
+            "company_name": company,
+            "abbr": abbr,
+            "default_currency": "VND",
+            "country": "Vietnam",
+            "company_logo": None
+        }
+        return self.create_resource("Company", data)
+
+    @keyword("Ensure Warehouse Exist")
+    def ensure_warehouse_exist(self, warehouse: str, company: str):
+        """Đảm bảo Warehouse tồn tại."""
+        if self.exists("Warehouse", warehouse):
+            return {"status": "exists", "name": warehouse}
+
+        data = {
+            "doctype": "Warehouse",
+            "warehouse_name": warehouse,
+            "company": company,
+        }
+        return self.create_resource("Warehouse", data)
+
+    @keyword("Ensure Supplier Exist")
+    def ensure_supplier_exist(self, supplier_name: str):
+        """Đảm bảo Supplier tồn tại."""
+        if self.exists("Supplier", supplier_name):
+            return {"status": "exists", "name": supplier_name}
+
+        data = {
+            "doctype": "Supplier",
+            "supplier_name": supplier_name,
+            "supplier_type": "Company",
+            "country": "Vietnam",
+        }
+        return self.create_resource("Supplier", data)
+
+    @keyword("Ensure Items Exist")
+    def ensure_items_exist(self, items_json):
+        """Đảm bảo tất cả item tồn tại."""
+        if isinstance(items_json, str):
+            items = json.loads(items_json)
+        else:
+            items = items_json
+
+        created_items = []
+        for i in items:
+            code = i["item_code"]
+            if self.exists("Item", code):
+                created_items.append({"status": "exists", "item_code": code})
+                continue
+
+            data = {
+                "doctype": "Item",
+                "item_code": code,
+                "item_name": code,
+                "description": i.get("description", code),
+                "stock_uom": "Nos",
+                "is_stock_item": 1,
+                "item_group": "All Item Groups",
+            }
+            res = self.create_resource("Item", data)
+            created_items.append(res)
+        return created_items
+
+    @keyword("Ensure Customer Exist")
+    def ensure_customer_exist(self, customer_name: str, customer_group="Commercial", territory="Vietnam"):
+        """
+        Đảm bảo Customer tồn tại.
+        
+        API: /api/resource/Customer
+        
+        Args:
+            customer_name: Tên khách hàng
+            customer_group: Nhóm khách hàng (mặc định: Commercial)
+            territory: Khu vực (mặc định: Vietnam)
+        """
+        if self.exists("Customer", customer_name):
+            return {"status": "exists", "name": customer_name}
+
+        data = {
+            "doctype": "Customer",
+            "customer_name": customer_name,
+            "customer_type": "Company",
+            "customer_group": customer_group,
+            "territory": territory,
+        }
+        return self.create_resource("Customer", data)
+
+    # ===========================================================
+    #  Sales APIs - Quy trình bán hàng
+    # ===========================================================
+
+    @keyword("Create Sales Order")
+    def create_sales_order(self, customer: str, items: list, delivery_date: str, company: str):
+        """
+        Tạo Sales Order (Đơn hàng bán).
+        
+        API: /api/resource/Sales Order
+        
+        Args:
+            customer: Tên khách hàng
+            items: Danh sách items [{"item_code": "ITEM-001", "qty": 10, "rate": 1000}]
+            delivery_date: Ngày giao hàng (format: YYYY-MM-DD)
+            company: Tên công ty
+            
+        Example:
+            | ${items}= | Create List | {"item_code": "ITEM-001", "qty": 10, "rate": 1000} |
+            | Create Sales Order | Customer A | ${items} | 2025-12-01 | My Company |
+        """
+        self.ensure_customer_exist(customer)
+        
+        if isinstance(items, str):
+            items = json.loads(items)
+        
+        order_items = []
+        for item in items:
+            order_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "rate": item.get("rate", 0),
+                "delivery_date": delivery_date,
+                "uom": item.get("uom", "Nos"),
+            })
+
+        data = {
+            "doctype": "Sales Order",
+            "customer": customer,
+            "company": company,
+            "delivery_date": delivery_date,
+            "items": order_items
+        }
+        return self.create_resource("Sales Order", data)
+
+    @keyword("Create Sales Invoice")
+    def create_sales_invoice(self, customer: str, items: list, company: str, posting_date=None):
+        """
+        Tạo Sales Invoice (Hóa đơn bán hàng).
+        
+        API: /api/resource/Sales Invoice
+        
+        Args:
+            customer: Tên khách hàng
+            items: Danh sách items [{"item_code": "ITEM-001", "qty": 10, "rate": 1000}]
+            company: Tên công ty
+            posting_date: Ngày lập hóa đơn (mặc định: ngày hiện tại)
+        """
+        self.ensure_customer_exist(customer)
+        
+        if isinstance(items, str):
+            items = json.loads(items)
+        
+        invoice_items = []
+        for item in items:
+            invoice_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "rate": item.get("rate", 0),
+                "uom": item.get("uom", "Nos"),
+            })
+
+        data = {
+            "doctype": "Sales Invoice",
+            "customer": customer,
+            "company": company,
+            "items": invoice_items
+        }
+        if posting_date:
+            data["posting_date"] = posting_date
+            
+        return self.create_resource("Sales Invoice", data)
+
+    # ===========================================================
+    #  Stock/Inventory APIs - Quản lý kho
+    # ===========================================================
+
+    @keyword("Create Stock Entry")
+    def create_stock_entry(self, purpose: str, items: list, company: str, posting_date=None):
+        """
+        Tạo Stock Entry (Phiếu nhập/xuất kho).
+        
+        API: /api/resource/Stock Entry
+        
+        Args:
+            purpose: Mục đích (Material Receipt, Material Issue, Material Transfer, etc.)
+            items: Danh sách items với warehouse
+            company: Tên công ty
+            posting_date: Ngày lập phiếu
+            
+        Purpose types:
+            - Material Receipt: Nhập kho
+            - Material Issue: Xuất kho
+            - Material Transfer: Chuyển kho
+            - Manufacture: Sản xuất
+            - Repack: Đóng gói lại
+            
+        Example:
+            | ${items}= | Create List | {"item_code": "ITEM-001", "qty": 100, "t_warehouse": "Stores - EDU"} |
+            | Create Stock Entry | Material Receipt | ${items} | My Company |
+        """
+        stock_items = []
+        for item in items:
+            stock_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "s_warehouse": item.get("s_warehouse"),  # Source warehouse
+                "t_warehouse": item.get("t_warehouse"),  # Target warehouse
+                "uom": item.get("uom", "Nos"),
+                "stock_uom": item.get("stock_uom", "Nos"),
+                "conversion_factor": item.get("conversion_factor", 1.0),
+            })
+
+        data = {
+            "doctype": "Stock Entry",
+            "purpose": purpose,
+            "company": company,
+            "items": stock_items
+        }
+        if posting_date:
+            data["posting_date"] = posting_date
+            
+        return self.create_resource("Stock Entry", data)
+
+    @keyword("Create Purchase Receipt")
+    def create_purchase_receipt(self, supplier: str, items: list, company: str, posting_date=None):
+        """
+        Tạo Purchase Receipt (Phiếu nhận hàng mua).
+        
+        API: /api/resource/Purchase Receipt
+        
+        Args:
+            supplier: Tên nhà cung cấp
+            items: Danh sách items [{"item_code": "ITEM-001", "qty": 100, "rate": 1000, "warehouse": "Stores - EDU"}]
+            company: Tên công ty
+            posting_date: Ngày nhận hàng
+        """
+        self.ensure_supplier_exist(supplier)
+        
+        if isinstance(items, str):
+            items = json.loads(items)
+        
+        receipt_items = []
+        for item in items:
+            receipt_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "rate": item.get("rate", 0),
+                "warehouse": item.get("warehouse"),
+                "uom": item.get("uom", "Nos"),
+            })
+
+        data = {
+            "doctype": "Purchase Receipt",
+            "supplier": supplier,
+            "company": company,
+            "items": receipt_items
+        }
+        if posting_date:
+            data["posting_date"] = posting_date
+            
+        return self.create_resource("Purchase Receipt", data)
+
+
+
+    @keyword("Create Purchase Order")
+    def create_purchase_order(self, supplier: str, items: list, company: str, schedule_date=None):
+        """
+        Tạo Purchase Order (Đơn hàng mua).
+        
+        API: /api/resource/Purchase Order
+        
+        Args:
+            supplier: Tên nhà cung cấp
+            items: Danh sách items [{"item_code": "ITEM-001", "qty": 100, "rate": 1000}]
+            company: Tên công ty
+            schedule_date: Ngày cần hàng
+        """
+        self.ensure_supplier_exist(supplier)
+        
+        if isinstance(items, str):
+            items = json.loads(items)
+            
+        po_items = []
+        for item in items:
+            po_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "rate": item.get("rate", 0),
+                "schedule_date": item.get("schedule_date", schedule_date),
+                "warehouse": item.get("warehouse"),
+                "uom": item.get("uom", "Nos"),
+            })
+
+        data = {
+            "doctype": "Purchase Order",
+            "supplier": supplier,
+            "company": company,
+            "items": po_items,
+            "schedule_date": schedule_date
+        }
+            
+        return self.create_resource("Purchase Order", data)
+
+    # ===========================================================
+    #  Accounting APIs - Kế toán
+    # ===========================================================
+
+    @keyword("Create Purchase Invoice")
+    def create_purchase_invoice(self, supplier: str, items: list, company: str, posting_date=None):
+        """
+        Tạo Purchase Invoice (Hóa đơn mua hàng).
+        
+        API: /api/resource/Purchase Invoice
+        
+        Args:
+            supplier: Tên nhà cung cấp
+            items: Danh sách items [{"item_code": "ITEM-001", "qty": 100, "rate": 1000}]
+            company: Tên công ty
+            posting_date: Ngày lập hóa đơn
+        """
+        self.ensure_supplier_exist(supplier)
+        
+        invoice_items = []
+        for item in items:
+            invoice_items.append({
+                "item_code": item["item_code"],
+                "qty": item["qty"],
+                "rate": item.get("rate", 0),
+                "uom": item.get("uom", "Nos"),
+            })
+
+        data = {
+            "doctype": "Purchase Invoice",
+            "supplier": supplier,
+            "company": company,
+            "items": invoice_items
+        }
+        if posting_date:
+            data["posting_date"] = posting_date
+            
+        return self.create_resource("Purchase Invoice", data)
+
+    @keyword("Create Payment Entry")
+    def create_payment_entry(self, payment_type: str, party_type: str, party: str, 
+                            paid_amount: float, company: str, posting_date=None):
+        """
+        Tạo Payment Entry (Phiếu thanh toán).
+        
+        API: /api/resource/Payment Entry
+        
+        Args:
+            payment_type: Loại thanh toán (Receive, Pay, Internal Transfer)
+            party_type: Loại đối tác (Customer, Supplier, Employee)
+            party: Tên đối tác
+            paid_amount: Số tiền thanh toán
+            company: Tên công ty
+            posting_date: Ngày thanh toán
+            
+        Example:
+            | Create Payment Entry | Receive | Customer | Customer A | 10000000 | My Company |
+            | Create Payment Entry | Pay | Supplier | Supplier B | 5000000 | My Company |
+        """
+        data = {
+            "doctype": "Payment Entry",
+            "payment_type": payment_type,
+            "party_type": party_type,
+            "party": party,
+            "paid_amount": paid_amount,
+            "received_amount": paid_amount if payment_type == "Receive" else 0,
+            "company": company,
+        }
+        if posting_date:
+            data["posting_date"] = posting_date
+            
+        return self.create_resource("Payment Entry", data)
+
+    # ===========================================================
+    #  Procurement - Quy trình mua hàng (đã có sẵn)
+    # ===========================================================
+
+    @keyword("Load Excel Request")
+    def load_excel_request(self, path: str):
+        """Đọc file Excel chứa company, itemcode, quantity."""
+        df = pd.read_excel(path)
+        return df.to_dict(orient="records")
+
+    @keyword("Create Material Request From Excel")
+    def create_material_request_from_excel(self, path: str, schedule_date: str):
+        """Tạo Material Request từ file Excel."""
+        rows = self.load_excel_request(path)
+        if not rows:
+            raise Exception("Excel file không có dữ liệu.")
+
+        company = rows[0]["company"]
+        self.ensure_company_exist(company, "EDU")
+        self.ensure_warehouse_exist(f"Stores - EDU", company)
+
+        items = []
+        for row in rows:
+            self.ensure_items_exist([{
+                "item_code": row["itemcode"],
+                "description": row["itemcode"]
+            }])
+            items.append({
+                "item_code": row["itemcode"],
+                "description": row["itemcode"],
+                "qty": float(row["quantity"]),
+                "schedule_date": schedule_date,
+                "warehouse": f"Stores - EDU",
+                "uom": "Nos",
+                "stock_uom": "Nos",
+                "conversion_factor": 1.0
+            })
+
+        data = {
+            "doctype": "Material Request",
+            "material_request_type": "Purchase",
+            "company": company,
+            "schedule_date": schedule_date,
+            "items": items
+        }
+        return self.create_resource("Material Request", data)
+
+    # ===========================================================
+    #  Step 2: Gửi RFQ
+    # ===========================================================
+
+    @keyword("Send RFQ From Material Request")
+    def send_rfq_from_mr(self, mr_name: str, suppliers: list):
+        """Tạo RFQ dựa trên Material Request."""
+        if isinstance(suppliers, str):
+            suppliers = json.loads(suppliers)
+
+        mr_doc = self.get_doc("Material Request", mr_name)
+        company = mr_doc["company"]
+        self.ensure_warehouse_exist(f"Stores - EDU", company)
+        for s in suppliers:
+            self.ensure_supplier_exist(s)
+
+        items = []
+        for d in mr_doc["items"]:
+            items.append({
+                "item_code": d["item_code"],
+                "qty": d["qty"],
+                "uom": d.get("uom", "Nos"),
+                "stock_uom": d.get("stock_uom", "Nos"),
+                "conversion_factor": 1.0,
+                "warehouse": d["warehouse"],
+            })
+
+        rfq_data = {
+            "doctype": "Request for Quotation",
+            "company": company,
+            "transaction_date": mr_doc["schedule_date"],
+            "suppliers": [{"supplier": s} for s in suppliers],
+            "items": items,
+            "message_for_supplier": "Xin vui lòng gửi báo giá."
+        }
+        return self.create_resource("Request for Quotation", rfq_data)
+
+    # ===========================================================
+    #  Step 3: Supplier gửi báo giá
+    # ===========================================================
+
+    @keyword("Receive Supplier Quotation")
+    def receive_supplier_quotation(self, rfq_name: str, supplier_name: str, quotation_data):
+        """
+        Nhận báo giá từ Supplier.
+        
+        Args:
+            rfq_name: Mã Request for Quotation
+            supplier_name: Tên nhà cung cấp
+            quotation_data: 
+                - Đường dẫn file Excel (.xlsx) chứa các cột: item_code, qty, rate
+                - Hoặc List/JSON string chứa thông tin items
+        """
+        rfq_doc = self.get_doc("Request for Quotation", rfq_name)
+        company = rfq_doc["company"]
+        self.ensure_supplier_exist(supplier_name)
+        
+        items_list = []
+
+        # Case 1: Input is Excel file path
+        if isinstance(quotation_data, str) and (quotation_data.endswith('.xlsx') or quotation_data.endswith('.xls')):
+            df = pd.read_excel(quotation_data)
+            # Clean column names (optional: lowercase)
+            df.columns = [c.lower().strip() for c in df.columns]
+            
+            for _, row in df.iterrows():
+                # Flexible column mapping
+                item_code = row.get("item_code") or row.get("itemcode")
+                qty = row.get("qty") or row.get("quantity")
+                rate = row.get("rate") or row.get("price") or 0
+                
+                items_list.append({
+                    "item_code": item_code,
+                    "qty": float(qty),
+                    "rate": float(rate),
+                    "uom": "Nos",
+                    "stock_uom": "Nos",
+                    "conversion_factor": 1.0,
+                    "warehouse": f"Stores - EDU"
+                })
+        
+        # Case 2: Input is List or JSON String
+        else:
+            if isinstance(quotation_data, str):
+                quotation_data = json.loads(quotation_data)
+
+            for q in quotation_data:
+                items_list.append({
+                    "item_code": q["item_code"],
+                    "qty": q["qty"],
+                    "rate": q["rate"],
+                    "uom": "Nos",
+                    "stock_uom": "Nos",
+                    "conversion_factor": 1.0,
+                    "warehouse": f"Stores - EDU"
+                })
+
+        sq_data = {
+            "doctype": "Supplier Quotation",
+            "supplier": supplier_name,
+            "company": company,
+            "transaction_date": "2026-01-28",
+            "items": items_list,
+        }
+
+        return self.create_resource("Supplier Quotation", sq_data)
+
+    # ===========================================================
+    #  Step 4: Tạo Purchase Order
+    # ===========================================================
+
+    @keyword("Create Purchase Order From Quotation")
+    def create_purchase_order_from_quotation(self, quotation_name: str):
+        sq_doc = self.get_doc("Supplier Quotation", quotation_name)
+        supplier = sq_doc["supplier"]
+        company = sq_doc["company"]
+
+        self.ensure_supplier_exist(supplier)
+        self.ensure_warehouse_exist(f"Stores - EDU", company)
+
+        items = []
+        for d in sq_doc["items"]:
+            items.append({
+                "item_code": d["item_code"],
+                "qty": d["qty"],
+                "rate": d["rate"],
+                "schedule_date": "2026-02-28",
+                "warehouse": f"Stores - EDU",
+                "uom": d.get("uom", "Nos"),
+                "conversion_factor": 1.0
+            })
+
+        po_data = {
+            "doctype": "Purchase Order",
+            "supplier": supplier,
+            "company": company,
+            "schedule_date": "2026-02-28",
+            "items": items
+        }
+        return self.create_resource("Purchase Order", po_data)
+
+        

rpa_erpnext-1.0.4/RPA/__init__.py

@@ -0,0 +1,5 @@
+from .ERPNext import ERPNextLibrary
+
+__version__ = "1.0.0"
+__author__ = "Mahara"
+__all__ = ["ERPNextLibrary"]

{rpa_erpnext-1.0.0 → rpa_erpnext-1.0.4}/pyproject.toml

@@ -4,9 +4,9 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "rpa-erpnext"
-version = "1.0.0"
+version = "1.0.4"
 description = "Robot Framework library for automating ERPNext using REST API"
-readme = "README.md"
+readme = "readme.md"
 requires-python = ">=3.8"
 license = {text = "MIT"}
 authors = [
@@ -15,9 +15,16 @@ authors = [
 keywords = ["robotframework", "erpnext", "rpa", "automation"]
 dependencies = [
   "requests>=2.28.0",
-  "robotframework>=6.0"
+  "robotframework>=6.0",
+  "pandas>=2.0.0",
+  "openpyxl>=3.1.0"
 ]
 
 [project.urls]
 Homepage = "https://github.com/yourusername/rpa-erpnext"
 Source = "https://github.com/yourusername/rpa-erpnext"
+
+[tool.setuptools.packages.find]
+where = ["."]
+include = ["RPA*"]
+exclude = ["test*", "tests*", "*.tests"]

rpa_erpnext-1.0.4/readme.md

@@ -0,0 +1,9 @@
+# RPA.ERPNext
+
+Library for automating [ERPNext](https://erpnext.com/) using REST API, built for [Robot Framework](https://robotframework.org/).
+
+## Installation
+
+```bash
+pip install rpa-erpnext
+```

{rpa_erpnext-1.0.0 → rpa_erpnext-1.0.4}/rpa_erpnext.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: rpa-erpnext
-Version: 1.0.0
+Version: 1.0.4
 Summary: Robot Framework library for automating ERPNext using REST API
 Author-email: Your Name <youremail@example.com>
 License: MIT
@@ -12,4 +12,16 @@ Description-Content-Type: text/markdown
 License-File: LICENSE
 Requires-Dist: requests>=2.28.0
 Requires-Dist: robotframework>=6.0
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: openpyxl>=3.1.0
 Dynamic: license-file
+
+# RPA.ERPNext
+
+Library for automating [ERPNext](https://erpnext.com/) using REST API, built for [Robot Framework](https://robotframework.org/).
+
+## Installation
+
+```bash
+pip install rpa-erpnext
+```

{rpa_erpnext-1.0.0 → rpa_erpnext-1.0.4}/rpa_erpnext.egg-info/SOURCES.txt

@@ -1,9 +1,11 @@
 LICENSE
 pyproject.toml
+readme.md
 RPA/ERPNext.py
-RPA/init.py
+RPA/__init__.py
 rpa_erpnext.egg-info/PKG-INFO
 rpa_erpnext.egg-info/SOURCES.txt
 rpa_erpnext.egg-info/dependency_links.txt
 rpa_erpnext.egg-info/requires.txt
-rpa_erpnext.egg-info/top_level.txt
+rpa_erpnext.egg-info/top_level.txt
+test/test_functions.py

{rpa_erpnext-1.0.0 → rpa_erpnext-1.0.4}/rpa_erpnext.egg-info/requires.txt

@@ -1,2 +1,4 @@
 requests>=2.28.0
 robotframework>=6.0
+pandas>=2.0.0
+openpyxl>=3.1.0

rpa_erpnext-1.0.4/test/test_functions.py

@@ -0,0 +1,77 @@
+
+import sys
+import os
+import json
+
+# Add parent directory to path to import RPA.ERPNext
+sys.path.append(os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from RPA.ERPNext import ERPNextLibrary
+
+# Configuration
+BASE_URL = "http://4.216.192.221:8080"
+API_KEY = "j47s948g5i"
+API_SECRET = "c0b0693403"
+
+def test_connection():
+    print(f"\n--- Testing Connection to {BASE_URL} ---")
+    erp = ERPNextLibrary(BASE_URL, API_KEY, API_SECRET)
+    print("Connection initialized.")
+    return erp
+
+def test_get_document(erp):
+    print("\n--- Testing Get Document (User) ---")
+    try:
+        # Assuming Administrator or Guest exists, or we list first
+        users = erp.list_documents("User", limit=1)
+        if users:
+            first_user = users[0]
+            print(f"Found user: {first_user['name']}")
+            doc = erp.get_document("User", first_user['name'])
+            print("Document details retrieved successfully.")
+            # print(json.dumps(doc, indent=2))
+        else:
+            print("No users found to test get_document.")
+    except Exception as e:
+        print(f"Error in test_get_document: {e}")
+
+def test_procurement_flow(erp):
+    print("\n--- Testing Procurement Flow Utilities ---")
+    
+    company = "EduRPA Co."
+    supplier = "Supplier Demo"
+    item_code = "TEMP_SENSOR"
+    
+    # 1. Ensure exists check
+    print(f"Checking if company exists: {company}")
+    exists = erp.ensure_company_exist(company, "EDU")
+    print(f"Company exists: {exists}")
+
+    print(f"Checking if supplier exists: {supplier}")
+    sup_exists = erp.ensure_supplier_exist(supplier)
+    print(f"Supplier exists: {sup_exists}")
+
+    # 2. Test create material request (Simulated data)
+    items = [{"item_code": item_code, "qty": 10, "schedule_date": "2025-11-05", "warehouse": "Stores - EDU"}]
+    print(f"Creating Material Request for items: {items}")
+    try:
+        mr = erp.create_material_request(company, items, "2025-11-05")
+        print(f"Material Request Created: {mr.get('name')}")
+        
+        # 3. Create RFQ
+        print(f"Creating RFQ from MR: {mr.get('name')}")
+        rfq = erp.create_request_for_quotation(company, [{"supplier": supplier}], items)
+        print(f"RFQ Created: {rfq.get('name')}")
+        
+    except Exception as e:
+        print(f"Error in procurement flow: {e}")
+
+def main():
+    erp = test_connection()
+    
+    # Uncomment functions to test specific logic
+    test_get_document(erp)
+    test_procurement_flow(erp)
+
+if __name__ == "__main__":
+    main()

rpa_erpnext-1.0.0/RPA/ERPNext.py

@@ -1,253 +0,0 @@
-import json
-import pandas as pd
-import requests
-from robot.api.deco import keyword, library
-@library(scope='GLOBAL', auto_keywords=False)
-class ERPNextLibrary:
-    def __init__(self, base_url, api_key, api_secret):
-        self.base_url = base_url.rstrip("/")
-        self.session = requests.Session()
-        self.session.auth = (api_key, api_secret)
-
-    # ===========================================================
-    #  Utility
-    # ===========================================================
-
-    def create_resource(self, doctype, data):
-        res = self.session.post(f"{self.base_url}/api/resource/{doctype}", json=data)
-        if not res.ok:
-            raise Exception(f"HTTP {res.status_code}: {res.text}")
-        return res.json().get("data", res.json())
-
-    def get_doc(self, doctype, name):
-        res = self.session.get(f"{self.base_url}/api/resource/{doctype}/{name}")
-        res.raise_for_status()
-        return res.json().get("data")
-
-    def exists(self, doctype, name):
-        """Kiểm tra xem tài nguyên có tồn tại hay không."""
-        res = self.session.get(f"{self.base_url}/api/resource/{doctype}/{name}")
-        return res.ok
-
-    # ===========================================================
-    #  Ensure Hàm nền tảng
-    # ===========================================================
-
-    @keyword("Ensure Company Exist")
-    def ensure_company_exist(self, company: str, abbr: str):
-        """Đảm bảo Company tồn tại."""
-        if self.exists("Company", company):
-            return {"status": "exists", "name": company}
-
-        data = {
-            "doctype": "Company",
-            "company_name": company,
-            "abbr": abbr,
-            "default_currency": "VND",
-            "country": "Vietnam",
-            "company_logo": None
-        }
-        return self.create_resource("Company", data)
-
-    @keyword("Ensure Warehouse Exist")
-    def ensure_warehouse_exist(self, warehouse: str, company: str):
-        """Đảm bảo Warehouse tồn tại."""
-        if self.exists("Warehouse", warehouse):
-            return {"status": "exists", "name": warehouse}
-
-        data = {
-            "doctype": "Warehouse",
-            "warehouse_name": warehouse,
-            "company": company,
-        }
-        return self.create_resource("Warehouse", data)
-
-    @keyword("Ensure Supplier Exist")
-    def ensure_supplier_exist(self, supplier_name: str):
-        """Đảm bảo Supplier tồn tại."""
-        if self.exists("Supplier", supplier_name):
-            return {"status": "exists", "name": supplier_name}
-
-        data = {
-            "doctype": "Supplier",
-            "supplier_name": supplier_name,
-            "supplier_type": "Company",
-            "country": "Vietnam",
-        }
-        return self.create_resource("Supplier", data)
-
-    @keyword("Ensure Items Exist")
-    def ensure_items_exist(self, items_json):
-        """Đảm bảo tất cả item tồn tại."""
-        if isinstance(items_json, str):
-            items = json.loads(items_json)
-        else:
-            items = items_json
-
-        created_items = []
-        for i in items:
-            code = i["item_code"]
-            if self.exists("Item", code):
-                created_items.append({"status": "exists", "item_code": code})
-                continue
-
-            data = {
-                "doctype": "Item",
-                "item_code": code,
-                "item_name": code,
-                "description": i.get("description", code),
-                "stock_uom": "Nos",
-                "is_stock_item": 1,
-                "item_group": "All Item Groups",
-            }
-            res = self.create_resource("Item", data)
-            created_items.append(res)
-        return created_items
-
-    # ===========================================================
-    #  Step 1: Đọc file Excel & tạo Material Request
-    # ===========================================================
-
-    @keyword("Load Excel Request")
-    def load_excel_request(self, path: str):
-        """Đọc file Excel chứa company, itemcode, quantity."""
-        df = pd.read_excel(path)
-        return df.to_dict(orient="records")
-
-    @keyword("Create Material Request From Excel")
-    def create_material_request_from_excel(self, path: str, schedule_date: str):
-        """Tạo Material Request từ file Excel."""
-        rows = self.load_excel_request(path)
-        if not rows:
-            raise Exception("Excel file không có dữ liệu.")
-
-        company = rows[0]["company"]
-        self.ensure_company_exist(company, "EDU")
-        self.ensure_warehouse_exist(f"Stores - EDU", company)
-
-        items = []
-        for row in rows:
-            self.ensure_items_exist([{
-                "item_code": row["itemcode"],
-                "description": row["itemcode"]
-            }])
-            items.append({
-                "item_code": row["itemcode"],
-                "description": row["itemcode"],
-                "qty": float(row["quantity"]),
-                "schedule_date": schedule_date,
-                "warehouse": f"Stores - EDU",
-                "uom": "Nos",
-                "stock_uom": "Nos",
-                "conversion_factor": 1.0
-            })
-
-        data = {
-            "doctype": "Material Request",
-            "material_request_type": "Purchase",
-            "company": company,
-            "schedule_date": schedule_date,
-            "items": items
-        }
-        return self.create_resource("Material Request", data)
-
-    # ===========================================================
-    #  Step 2: Gửi RFQ
-    # ===========================================================
-
-    @keyword("Send RFQ From Material Request")
-    def send_rfq_from_mr(self, mr_name: str, suppliers: list):
-        """Tạo RFQ dựa trên Material Request."""
-        mr_doc = self.get_doc("Material Request", mr_name)
-        company = mr_doc["company"]
-        self.ensure_warehouse_exist(f"Stores - EDU", company)
-        for s in suppliers:
-            self.ensure_supplier_exist(s)
-
-        items = []
-        for d in mr_doc["items"]:
-            items.append({
-                "item_code": d["item_code"],
-                "qty": d["qty"],
-                "uom": d.get("uom", "Nos"),
-                "stock_uom": d.get("stock_uom", "Nos"),
-                "conversion_factor": 1.0,
-                "warehouse": d["warehouse"],
-            })
-
-        rfq_data = {
-            "doctype": "Request for Quotation",
-            "company": company,
-            "transaction_date": "2025-10-28",
-            "suppliers": [{"supplier": s} for s in suppliers],
-            "items": items,
-            "message_for_supplier": "Xin vui lòng gửi báo giá."
-        }
-        return self.create_resource("Request for Quotation", rfq_data)
-
-    # ===========================================================
-    #  Step 3: Supplier gửi báo giá
-    # ===========================================================
-
-    @keyword("Receive Supplier Quotation")
-    def receive_supplier_quotation(self, rfq_name: str, supplier_name: str, quotation_data: list):
-        rfq_doc = self.get_doc("Request for Quotation", rfq_name)
-        company = rfq_doc["company"]
-        self.ensure_supplier_exist(supplier_name)
-
-        sq_data = {
-            "doctype": "Supplier Quotation",
-            "supplier": supplier_name,
-            "company": company,
-            "transaction_date": "2025-10-28",
-            "items": [],
-        }
-
-        for q in quotation_data:
-            sq_data["items"].append({
-                "item_code": q["item_code"],
-                "qty": q["qty"],
-                "rate": q["rate"],
-                "uom": "Nos",
-                "stock_uom": "Nos",
-                "conversion_factor": 1.0,
-                "warehouse": f"Stores - EDU"
-            })
-
-        return self.create_resource("Supplier Quotation", sq_data)
-
-    # ===========================================================
-    #  Step 4: Tạo Purchase Order
-    # ===========================================================
-
-    @keyword("Create Purchase Order From Quotation")
-    def create_purchase_order_from_quotation(self, quotation_name: str):
-        sq_doc = self.get_doc("Supplier Quotation", quotation_name)
-        supplier = sq_doc["supplier"]
-        company = sq_doc["company"]
-
-        self.ensure_supplier_exist(supplier)
-        self.ensure_warehouse_exist(f"Stores - EDU", company)
-
-        items = []
-        for d in sq_doc["items"]:
-            items.append({
-                "item_code": d["item_code"],
-                "qty": d["qty"],
-                "rate": d["rate"],
-                "schedule_date": "2025-11-05",
-                "warehouse": f"Stores - EDU",
-                "uom": d.get("uom", "Nos"),
-                "conversion_factor": 1.0
-            })
-
-        po_data = {
-            "doctype": "Purchase Order",
-            "supplier": supplier,
-            "company": company,
-            "schedule_date": "2025-11-05",
-            "items": items
-        }
-        return self.create_resource("Purchase Order", po_data)
-
-        

rpa_erpnext-1.0.0/RPA/init.py

@@ -1,6 +0,0 @@
-# src/RPA/__init__.py
-from .ERPNext import ERPNext
-
-__version__ = "1.0.0"
-__author__ = "Mahara"
-__all__ = ["ERPNext"]